Tax preparation, tax strategy, and smarter financial decisions — all in one place.
Smart Money Made Simple
Smart Money Made Simple delivers expert-level tax preparation and year-round tax strategy for individuals and small business owners who are ready for more than just a filed return. Clarity, confidence, and peace of mind — that's the standard.
ABOUT THE OWNER
Trusted tax expertise you can rely on.
I’m Kimberly T. Mitchell, a tax professional with more than 21 years of corporate tax experience, specializing in State and Local Tax (SALT) compliance across multi-state organizations.As a Senior Tax Manager, I’ve managed millions in tax obligations, led audits across 160+ jurisdictions, and delivered meaningful tax savings for large, complex organizations. Today, I bring that same level of precision and strategic thinking to individuals and small business owners who want clear, reliable tax guidance—without the overwhelm.I hold an MBA in Corporate Finance and am a PTIN-certified tax preparer. Based in Maryland, I work with clients nationwide.I’ve spent two decades doing this at the Fortune 500 level. Now I bring that same expertise to you.
What I help with
Tax support designed around your situation
Whether you're filing as an individual, managing income from multiple sources, or running a business — I provide straightforward tax preparation, proactive tax planning, and year-round strategic guidance with clear next steps.
Individual and small business tax preparation
Tax strategy and year-round advisory
Support for multiple income sources (W-2, 1099, freelance, side income)
Digital financial tools for business organization
Simple. Professional. No fluff.
THE PROCESS
What to expect when we work together
I guide you through each step of the tax process — from your initial consultation to filing — so you always know what’s needed, what’s next, and when to expect results.
Initial consultation to understand your tax situation
Secure document checklist with a clear timeline
Return review, filing, and next steps explained
Clear communication. No surprises. No tax-speak.
ADDITIONAL OPTIONS
More ways to get support — on your terms
If you’re not ready for one-on-one tax services, I also offer simple personal and small-business financial tools you can use on your own — plus trusted tax software options for DIY filers.
Financial Tools & TemplatesPractical financial templates and tools for budgeting, tracking, and planning — designed to be simple and actually usable.
DIY Tax Filing
Prefer to handle it yourself? File using my trusted software recommendation, then let me review your return before you hit submit to make sure everything is accurate and nothing is missed.DIY Return Reviews start at $100 for individual 1040s, with business returns priced separately.
NEXT STEPS
Let’s make your next move simple
Whether you're ready to book a consultation or just exploring your options — the next step is simple. Tell me where you are and let's figure out the best path forward together.